Wealth Management Tax Services Manager jobs in United States
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PwC · 2 months ago

Wealth Management Tax Services Manager

positionNC-Charlotte
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$99K/yr - $266K/yr
date4+ years exp

PwC is a leading professional services firm that focuses on providing advice and guidance in tax services. The Wealth Management Tax Services Manager will lead tax compliance efforts, ensuring clients meet their tax obligations while minimizing risks, and will be responsible for coaching and developing team members to deliver quality services.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
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Responsibilities

Analyse and identify the linkages and interactions between the component parts of an entire system
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables
Develop skills outside your comfort zone, and encourage others to do the same
Effectively mentor others
Use the review of work as an opportunity to deepen the expertise of team members
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements

Qualification

CPATax complianceFinancial data analysisFiduciary Income tax returnsData visualizationProblem-solvingMentoringProject managementCommunication skills

Required

Bachelor's Degree in Accounting
4 years of experience
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

Preferred

Reviewing Fiduciary Income tax returns
Reviewing in-depth 1099s
Responding to client requests for copies of 1099s, K-1s, and trust returns
Preparing clear written and verbal business communication
Utilizing problem-solving skills for troubleshooting and creative solutions
Identifying, researching, and documenting tax issues
Organizing and managing multiple tasks in a professional tax services environment
Innovating through new and existing technologies
Working with large, complex data sets to build models and leverage data visualization tools

Benefits

Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave
And more

Company

PwC

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At PwC, we help clients drive their companies to the leading edge.
dateFounded in 1998
location
London, England, GBR
people-size10001+ employees
web-link
http://pwc.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Apparel Impact Institute
2023-09-19Grant

Leadership Team

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Havard Abrahamsen
CEO - Norway
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Alex Sladen
Director - Global Marketing, Media & Partnerships
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